董秘最新回复 投资者： 董秘您好，听说公司至今没有给员工提供年度体检福利，和同行业相比员工福利相当没有竞 争力，在竞争日趋激烈的今天，如何吸引更多的人才？您和公司领导层对此怎么看？ 董秘： 尊敬的投资者，您好！公司始终重视员工福利保障与人才队伍建设。公司为员工提供包括有竞 争力的薪酬、绩效奖金、五险一金、带薪假期、股权激励及各类补贴在内的综合薪酬福利方案。同时， 公司持续加大人才培养投入，建立多层次的职业发展通道，为员工提供专业技能培训和综合素质提升机 会，助力员工实现自我价值。未来，公司将继续坚持人才驱动战略，不断完善激励机制，为吸引和培养 高素质人才提供坚实支撑。感谢您的关注。 交易信息汇总资金流向 截至2026年2月10日收盘，儒竞科技(301525)报收于85.03元，上涨0.4%，换手率2.39%，成交量1.18万 手，成交额1.01亿元。 当日关注点 2月10日主力资金净流入597.99万元；游资资金净流入114.75万元；散户资金净流出712.73万元。 来自交易信息汇总：2月10日主力资金净流入597.99万元，显示主力对个股短期关注度提升。 以上内容为证券之星据公开信息整理，由AI算法生成（ ...

（文章来源：证券日报） 证券日报网讯 2月5日，儒竞科技在互动平台回答投资者提问时表示，公司具体客户信息涉及相关商业 保密条款，在此不便透露，敬请谅解。公司相关业务合作情况均以公司通过指定信息披露媒体发布的正 式公告为准。 ...

格隆汇2月5日丨儒竞科技(301525.SZ)在互动平台表示，公司专注于电力电子及电机控制领域，电力电 子控制技术可以延伸至相关领域。公司将密切关注国家能源政策导向和行业发展机遇，结合自身技术优 势，积极探索并拓展相关市场机会。 ...

证券日报网讯2月2日，儒竞科技（301525）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东户数为10300余户。 ...

Group 1 - The company, Guibao Pet, announced that its second session of the sixteenth board meeting was held on January 30, 2026, combining in-person and telecommunication methods [1] - The meeting reviewed documents including a proposal regarding the postponement of certain fundraising projects [1] Group 2 - The article highlights the development of China's autonomous driving sector, particularly its collaboration with Abu Dhabi [1]

Market Overview - In January 2026, the A-share market showed a growth style dominance with structural differentiation, where the STAR 50 and CSI 1000 indices rose over 10%[4] - The Hang Seng Index and other major indices saw gains exceeding 5%, while the ChiNext and Shanghai Composite Index increased by over 3%[4] Investment Themes - The trading focus in January continued to revolve around "growth stocks and cyclical stocks," driven by technological upgrades in AI, semiconductor equipment, and commercial aerospace sectors[4] - Geopolitical factors led to rising international precious metal prices, benefiting cyclical sectors like copper and aluminum, as well as strategic resources such as lithium and rare earths[4] February Market Outlook - February is expected to be a "window period" for market confidence, driven by high growth expectations in new economies and relatively abundant liquidity before the Spring Festival[4] - The market is likely to see accelerated rotation in sectors like technology and non-ferrous metals, with strong earnings reports becoming focal points[4] Key Stock Recommendations - Top stock picks for February include Zijin Mining (601899.SH) with a projected EPS growth from 1.21 in 2024 to 3.37 in 2026, reflecting a strong outlook due to rising copper prices[6] - Yara International (000893.SZ) is recommended due to expected high potassium fertilizer prices, with EPS forecasted to rise from 1.03 in 2024 to 2.93 in 2026[6] Risk Factors - Risks include unexpected policy changes, commercialization outcomes falling short of expectations, and delays in product development and market entry[4]

Core Viewpoint - Rujing Technology (301525.SZ) is currently experiencing a decline in stock price, with a closing price of 86.24 yuan and a drop of 9.04%, indicating a state of underperformance since its IPO [1] Group 1: IPO Details - Rujing Technology was listed on the Shenzhen Stock Exchange's ChiNext board on August 30, 2023, with an initial public offering (IPO) of 23,590,000 shares at a price of 99.57 yuan per share [1] - On its first trading day, Rujing Technology reached a peak price of 144.00 yuan, marking the highest price since its listing [2] - The total funds raised from the IPO amounted to 234,885.63 million yuan, with a net amount of 214,816.95 million yuan after deducting issuance costs, exceeding the initial plan by 116,629.75 million yuan [2] Group 2: Fund Utilization - The company intended to use the raised funds of 98,187.20 million yuan for projects related to the new energy vehicle electronics and smart manufacturing industrial base, as well as for the construction of a research and testing center and to supplement working capital [2] - The total issuance costs for the IPO were 20,068.68 million yuan, which included underwriting fees of 16,789.08 million yuan [2]

Summary of Key Points from Conference Call Records Industry Overview - The UK government has launched a £15 billion "Warm Homes Programme" aimed at helping users install photovoltaic systems, energy storage, heat pumps, and insulation materials to alleviate energy shortages, which is expected to leverage a total investment of £38 billion [1][1] Funding Allocation - The funding distribution includes: - £4.4 billion for direct subsidies to low-income households for home upgrades, including photovoltaic systems, energy storage, insulation materials, and clean heating [1][1] - £2.7 billion for heat pump subsidies, with a target of installing 61,000 new heat pumps in 2025, 450,000 by 2030, and 1.5 million by 2035 [1][1] - £1.1 billion for heating network construction [1][1] - £5.3 billion for loan funds [1][1] Market Impact - The subsidies are estimated to stimulate over £100 billion in demand for household storage and heat pump equipment, benefiting early movers in the Chinese market significantly [1][1] Company Insights - **Airo Energy**: A leading player in household storage with a strong market share in Europe. Expected to generate over £400 million in revenue from household storage in the UK by 2025, and has begun small-scale supply of home heat pumps [1][1] - **GoodWe**: A leading company in household storage with deep market penetration and early layout in Europe [2][2] - **Deye Co., Ltd.**: A leading enterprise in household storage with strong manufacturing competitive advantages and differentiated competitive advantages in emerging markets [3][3] - **Rujing Technology**: A core supplier of heat pump controllers, with key products widely used in well-known brands such as Gree, McQuay, Ariston, Haier, Mitsubishi Heavy Industries, Carrier, and Bosch [4][4] Additional Companies to Watch - Companies to monitor include Jinlang Technology, Penghui Energy, Shouhang New Energy, Keda, Tongrun Equipment, and Pylon Technologies [4][4]

| 公司简称 | 公司代码 | 市值 | 24EPS | 25EPS | 25PE | PB | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | | 艾罗能源 | 688717.SH | 14.6 | 1.3 | 0.7 | 140 | 3 | 强烈推荐 | | 固德威 | 688390.SH | 22.5 | -0.3 | 0.9 | 102 | 8 | 未予评级 | | 阳光电源 | 300274.SZ | 338.0 | 5.3 | 6.6 | 25 | 8 | 强烈推荐 | | 德业股份 | 605117.SH | 80.5 | 4.6 | 4.0 | 22 | 10 | 增持 | | 儒竞科技 | 301525.SZ | 8.6 | 1.8 | 2.2 | 41 | 3 | 未予评级 | | 首航新能 | 301658.SZ | 13.7 | 0.7 | - | - | 4 | 未予评级 | | 锦浪科技 | 300763.SZ | 33.7 | 1.7 | 2.9 | 29 | 4 | 未予评级 | | 科士达 | 002518.S ...

Market Overview - The market is experiencing a unique situation where indices are rising, but individual stock sentiment has been lukewarm, indicating a clear cooling of market enthusiasm [1] - Despite maintaining trading volumes above 2 trillion yuan for over 20 consecutive trading days, there are signs of main funds reducing their holdings in broad-based ETFs, suggesting a cautious approach to the current market [1] Precious Metals Sector - The recent surge in the precious metals sector is driven by three core factors: enhanced financial attributes, industrial demand resonance, and supportive funding conditions, alongside geopolitical and policy cycle benefits [1] - Gold and silver have distinct upward trends, with gold's appeal as a "super-sovereign credit asset" becoming more pronounced as global central banks continue to increase their gold reserves [1] - The global central bank gold reserve ratio is projected to rise to 25.94% by January 2026, with China increasing its gold holdings for 14 consecutive months [1] Economic Indicators - Major economies are showing signs of weak recovery, compounded by trade tensions between the US and Europe, which further enhance the safe-haven value of precious metals [3] - The price of gold has surpassed $5,000 per ounce for the first time, with silver futures also experiencing significant gains, reflecting a broader trend of rising commodity prices [3][5] Sector Performance - The rare metals, gold concepts, and insurance sectors are performing strongly, while sectors like sports, aerospace equipment, and military industries are lagging [3] - The solar photovoltaic sector is also seeing substantial gains, with companies like Mingyang Smart Energy and others reaching their daily price limits [3] Index Movements - The Shanghai Composite Index opened high but faced volatility, indicating a mixed performance in individual stocks despite overall index gains [5] - The ChiNext Index showed weakness, with many small and medium-sized stocks struggling, reflecting a challenging environment for growth in this segment [5]